Digital banking suite
Take Control of Your Money with Insights
Managing your money shouldn’t be complicated and with Insights from DOCFCU, it isn’t.
We know that organizing your finances can be overwhelming. That’s why we built Insights — a powerful personal financial management (PFM) tool designed to help you understand your spending, stay on top of bills, and gain real clarity about your financial life.
See the Big Picture. Make Smarter Decisions.
With Insights, you get a clear, easy-to-use dashboard that helps you:
- Track Spending Effortlessly
Your home screen features a dynamic spending wheel that breaks down your expenses into categories like bills, entertainment, groceries, and more — giving you an instant snapshot of where your money’s going. - Create Budgets That Work for You
Set personalized Spending Targets based on your habits and goals. Insights shows your past spending and offers suggestions to help you stay on track.
Get Started with Spending Targets in 3 Easy Steps:
- Go to Budgets and click View Budgets
- Click Add Budget
- Customize your Spending Target with a name, amount, tags, and linked accounts
That’s it — you’re ready to take control of your budget with guidance built right in.
Smarter Spending Starts Today
With Insights, you’re not just tracking your money — you’re making it work smarter for you. Whether you’re budgeting for the month, planning ahead, or just getting started, Insights helps you stay focused, informed, and in control.
Start using Insights now and build the financial future you want.